Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $209,770 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $129,967 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,452 | $47,456+2.1% | $172,757-72.0% | $77,775-37.7% |
| Participation rate | 96.4% | 66.3%+30.1pp | 82.6%+13.8pp | 73.2%+23.2pp |
| Annual return | 20.87% | 35.57%-14.7pp | 803.06%-782.2pp | 32.58%-11.7pp |
| Employer contribution / active EE | $4,017 | $1,574+155.2% | $5,144-21.9% | $2,504+60.4% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $98 | $81+21.1% | $13,956-99.3% | $100-2.2% |